Genuinely caring about people by loving and serving them in their finances.

Your Money. Well Rooted.

Our Core Services

MORTGAGES

Clear and transparent
guidance for big decisions

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INSURANCE

Protection on your assets
from the unexpected

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FINANCIAL PLANNING

Partnered planning to protect
your income and legacy

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INVESTMENT MANAGEMENT

Building wealth for a
prosperous financial future

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Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

We’re Here To Serve You

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Who is Stewardship?

Should I Pay Off my Mortgage?

One of the questions we get most as Financial Planners is, “Should I pay off my mortgage?” This is dependent on the individual or family’s current financial situation. In this short blog, I will break down some pros and cons for each person’s situations....
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Can I Let Other People Drive My Car?

The answer to this question depends on a couple factors: Does this person want to drive the car for a one-time or temporary use? Is the potential borrower an individual (non-spouse/child) who lives in your household or has regular access to your car?  One-Time or...
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Real Estate Investing 101

Investing in real estate sounds sexy. There are countless entertaining television shows that make it look fun. It appeals to a wide variety; creatives can design and number crunchers can dissect projections ’til the cows come home. What people appreciate the most...
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I Want to Drive Uber/Lyft—Am I Covered?

One of the most common questions I get as an Insurance Agent is: 
I am considering driving for Uber or Lyft. Does my auto insurance policy cover me? The answer to that question is maybe. Personal vs. Commercial Most standard auto insurance policies are only for...
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What is the New Tax Law?

The new Tax Cuts and Jobs Act introduced a number of reforms to individual and corporate taxes. While it was signed into law on December 22, 2017, the changes won’t go into effect until the 2018 tax year—meaning your 2017 taxes will be unaffected. This article is not...
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